See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,908 | $48,230+3.5% | $67,502-26.1% | $80,856-38.3% |
| Participation rate | 88.6% | 66.4%+22.2pp | 72.9%+15.7pp | 67.6%+20.9pp |
| Annual return | 6.88% | 18.28%-11.4pp | 3512.12%-3505.2pp | 35.59%-28.7pp |
| Employer contribution / active EE | $1,553 | $2,020-23.1% | $2,731-43.1% | $2,755-43.6% |
| Participant deferral / active EE | $5,078 | $2,924+73.7% | $4,000+27.0% | $4,296+18.2% |
| Admin fee / account holder | $3,801 | $3,681+3.2% | $3,998-4.9% | $6,918-45.1% |